IFWM

Institute for Wealth Management Portfolio holdings

AUM $960M
1-Year Est. Return 26.73%
This Quarter Est. Return
1 Year Est. Return
+26.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.33M
3
+$1.01M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$846K
5
KLAC icon
KLA
KLAC
+$589K

Top Sells

1
+$2.62M
2
+$1.04M
3
+$1.01M
4
SHOP icon
Shopify
SHOP
+$946K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$812K

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 10.17%
3 Financials 8.82%
4 Industrials 6.62%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$181K 0.03%
21,133
-98
477
$155K 0.03%
10,300
478
$141K 0.02%
10,883
+150
479
$137K 0.02%
29,015
-6,264
480
$124K 0.02%
5,307
-30
481
$120K 0.02%
11,311
-73
482
$111K 0.02%
16,500
483
$86K 0.01%
14,051
+69
484
$81K 0.01%
2,594
-100
485
$80K 0.01%
11,159
-141
486
$78K 0.01%
12,599
487
$56K 0.01%
12,275
488
$48K 0.01%
695
-119
489
$12K ﹤0.01%
667
490
– –
-1,554
491
– –
-1,035
492
– –
-3,325
493
– –
-5,446
494
– –
-1,758
495
– –
-7,939
496
– –
-5,100
497
– –
-3,194
498
– –
-1,561
499
– –
-10,584
500
– –
-6,980
17 18 19
20
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